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RAMHX vs WFATX
RAMHX vs WFATX Comparison
Open Charts RAMHX vs WFATX
American Funds American Balanced R2E
Price$34.18
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation Instl
Price$38.74
Change+$0.17 (+0.44%)
VolumeN/A
CapitalizationN/A
RAMHX vs WFATX Comparison Chart
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RAMHX vs. WFATX commentary
Dec 24, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RAMHX is a Buy and WFATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. WFATX (1.31B). RAMHX pays higher dividends than WFATX: RAMHX (1.84) vs WFATX (1.18). RAMHX was incepted earlier than WFATX: RAMHX (10 years) vs WFATX (8 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. WFATX (11.00). RAMHX has a lower initial minimum investment than WFATX: RAMHX (250) vs WFATX (1000000). RAMHX annual gain was more profitable for investors over the last year : 9.69 vs. WFATX (4.48). RAMHX return over 5 years is better than : 27.52 vs. WFATX (11.73).
| RAMHX | WFATX | RAMHX / WFATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 9.068 | 4.032 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.31B | 18,043% |
| Annual Yield % from dividends | 1.84 | 1.18 | 157% |
| Returns for 1 year | 9.69 | 4.48 | 216% |
| Returns for 3 years | 8.34 | -8.28 | -101% |
| Returns for 5 years | 27.52 | 11.73 | 235% |
| Returns for 10 years | 47.23 | N/A | - |
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